Prepared for Ross Curulli
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Every piece is finished, written in your voice, and yours to keep regardless of whether we work together.
You can have a well-built portfolio and still wonder whether it reflects the life you want it to support.
The question may be retirement. It may be family security, a business transition or the legacy you want to leave. Those questions sit outside a portfolio screen, but they can shape the advice conversation.
Elysium Private Wealth works with successful individuals, families, business owners and retirees on a tailored, one-on-one basis.
If your wealth decisions need a clearer connection to the life around them, click the link to request a private wealth consultation.
Complex wealth decisions rarely stay inside one category.
Investment choices can sit beside retirement, tax, legal, business, family and succession questions. When each conversation runs separately, it can be hard to see what happens next.
Elysium Private Wealth uses a tailored process and coordinates trusted financial, tax, legal and investment specialists where appropriate. The aim is to give the whole decision a clearer path.
Click the link if you would like to understand how Elysium approaches private wealth advice.
What do you want your wealth to make possible?
It may be a comfortable retirement, more time with family, a business decision or a legacy you care about. The answer is personal, and it gives the financial decisions a purpose.
A private wealth discussion should begin with your life and circumstances, alongside the investment list. The portfolio is part of the picture.
Elysium Private Wealth offers one-on-one advice for people with complex wealth decisions. Click the link to request a private wealth consultation.
What happens between deciding you need advice and putting a strategy into action?
Elysium Private Wealth publishes a process that begins with discovery and analysis, moves into strategy development, then continues through collaboration, implementation and ongoing review.
That sequence doesn't promise a fixed result or a fixed timeline. It shows the questions you can ask about what happens next, who's involved and how the work is kept connected.
If your financial decision needs a clearer path, click the link to request a private wealth consultation.
Mia: I want our wealth to give us more freedom to travel.
Jon: I want to make sure we're also thinking about the family and what may come next.
Mia: So we need to talk about both, not choose one before we understand the whole picture.
Jon: And work out which decisions need to happen now and which can wait.
Narrator: Elysium Private Wealth helps people bring lifestyle, family, retirement and legacy questions into a tailored advice process. If your priorities need a shared plan, click the link to request a private wealth consultation.
Complex wealth decisions often arrive at the same time. Retirement, a business transition, family support, succession or a legacy question can each bring their own financial choices.
That can make it difficult to see what the money is meant to support. A portfolio may be performing a particular role, while the wider family or business decision is still unresolved.
Start with the life around the wealth. What do you want the next stage to make possible? Which people, relationships, responsibilities or transitions need to remain visible? The answers give the financial discussion a purpose.
Elysium Private Wealth works with successful individuals, professionals, executives, public servants, entrepreneurs, business owners, retirees and families. On the official site, the founders are described as having collectively provided financial advice for more than 50 years.
The firm's public positioning is personal and direct. Ross Curulli and Alisa Honeyman founded a privately owned firm for clients who need sophisticated wealth strategies and high personal service. He's listed as Director and Private Wealth Adviser, CFP®, BBus and DipFP.
That background helps explain who the service is designed to work with: people whose financial decisions need more context than an isolated investment conversation can provide. It doesn't predict what your advice will achieve.
Elysium's published work can include retirement planning, growing and preserving wealth, tax planning, family office services, business protection, succession, philanthropy and impact investing. Which topics belong in your discussion depends on your objectives, circumstances and the scope you agree.
A complex decision also involves sequence. Elysium describes a process that begins with Discovery and Analysis. Strategy Development follows, then Collaboration and Implementation. Ongoing Monitoring and Review continue after the agreed work is put into action.
That sequence gives you useful questions to ask: what information is needed first, which options will be explained, where an accountant, lawyer or other specialist could contribute, who's responsible for each part and how the plan will be revisited when circumstances change.
Elysium describes this as a project-management style of advice with a tailored plan and timeline. The description doesn't promise a fixed result or a fixed duration. It gives you a way to understand the proposed work before you decide whether to proceed.
The same applies to fees. Elysium says it works on a fee-for-service basis, with scope and fees explained and agreed upfront. The public website doesn't list one standard fee because the work depends on the situation.
You can ask which decision the advice addresses, what's included, which specialists may be involved, how implementation would work and what ongoing service covers. Those answers help you judge whether the relationship suits the question in front of you.
You can also use the call to explain where the current arrangement feels difficult to manage. Several providers may be giving useful advice while no one is holding the sequence together. A retirement or business decision may have made an old arrangement feel out of date. Your family may need a discussion about succession, education, philanthropy or support, and the first task is to identify which questions belong in the same project.
Elysium's published approach leaves room for that discovery. The team can ask about your circumstances, goals and existing relationships before any proposed work is set out. You can ask for the assumptions to be explained, the alternatives to be named and the implementation responsibilities to be clear. That gives you a better basis for deciding whether the proposed scope matches the decision you brought.
Private ownership is also part of Elysium's published position. The firm says it has no allegiance to a big bank and uses external compliance. That statement describes its structure. It isn't a guarantee about a future recommendation or an investment result.
The first step is a private wealth consultation. It gives you time to explain the decision or transition that brought you to the firm and ask how the process works. The consultation isn't a finished financial strategy or personal advice.
If Elysium's service may fit your circumstances, the team can explain the proposed next step, the information that may be needed and how the scope would be agreed. You can ask questions before deciding whether you want to continue.
Before the call, write down the decision you want to discuss and the life around it. A broad note of your assets, liabilities, income, expenses and existing professional relationships can help if those details are easy to find. You don't need a perfect spreadsheet or a pre-selected investment.
The goal of that preparation is simple: make the decision visible. A clear discussion can show which questions belong together, what needs specialist input and what can wait for a later stage.
If your financial life needs a coordinated plan that reflects your family, work, retirement or legacy priorities, use the form below this video to request a private wealth consultation with Elysium.
This is general information only. Personal advice depends on your objectives, financial situation and needs.
Thanks for arranging a private wealth consultation with Elysium Private Wealth.
You may be here because retirement, a business decision, family wealth or another transition has made several financial questions arrive at once.
The call gives you a chance to explain what's changing and ask how Elysium works. It isn't a finished financial strategy or personal advice. If the service may fit your situation, a team member can explain what would happen next. You remain free to decide whether you want to continue.
We'll send you a few short emails with practical questions to consider before the call. You'll also find short videos below. Watch the ones that relate to your decision, so the call can spend less time on general information and more time understanding why you reached out.
Have your main question and the life around it nearby. A broad map of the professionals already involved can also help you ask how the work would connect.
The consultation is a chance to explain the wealth decision or life transition that prompted you to look for advice.
You can talk about retirement, investments, family wealth, business, succession, tax or legacy questions. Relevant topics depend on your circumstances and the scope you eventually agree.
The call doesn't create a finished strategy or personal advice. If Elysium's service may fit, the team can explain the proposed next step and the information that would be needed before advice is prepared.
Elysium doesn't publish a standard advice fee because the work depends on the situation.
The firm says it works on a fee-for-service basis and explains and agrees scope and fees upfront. Ask which decision the proposed work addresses, what's included, who's involved and how any ongoing service would operate.
You should understand the work and the cost before deciding whether to proceed. A clear fee question is part of assessing whether the advice relationship suits you.
Elysium publishes a staged process: Discovery, Analysis, Strategy Development, Collaboration and Implementation, followed by Ongoing Monitoring and Review.
That sequence gives you a way to ask what information is needed, when options are explained, who may be involved and how the agreed work is put into action.
It doesn't promise a fixed timeline or a particular recommendation. The proposed strategy still depends on your objectives, financial situation and needs.
You don't need to prepare a finished wealth strategy for the consultation.
Bring the decision you most want to discuss and the life around it. If they're easy to find, keep broad details of your assets, liabilities, income, expenses and existing professional relationships nearby.
The figures can be approximate. They may help you explain the shape of the situation and show which details would be useful if you decide to explore advice. Your family, business, retirement and legacy priorities are just as useful to discuss as the numbers.
The consultation helps the team understand why you're looking for private wealth advice and whether Elysium's service may fit your situation.
If there's a possible fit, a team member can explain the proposed next step, what information would be needed and how the work would be scoped. Personal advice comes later, after your circumstances have been properly considered and you've agreed to the relevant work.
You can ask how Elysium would work alongside your accountant, lawyer or other specialists before deciding whether you want to continue.
Bring the decision you want to discuss
Preview: One clear question gives the call a useful starting point.
Send: Immediately after booking
Thanks for arranging a private wealth consultation with Elysium Private Wealth.
Before the call, write down the decision or transition that prompted you to look for advice. It may involve retirement, investments, a business, family wealth, succession or a legacy question.
You don't need to prepare a finished strategy. One clear question gives the call a useful place to begin.
Kind regards,
Elysium Private Wealth
What should the advice make room for?
Preview: Your goals and relationships are part of the wealth question.
Send: Day 1, morning
Think about the life around the decision.
What would you like the next stage to make possible? Which family, business, retirement or legacy priorities need to remain visible? Note where you want clarity as well as what you want invested.
That context helps distinguish a portfolio conversation from a broader wealth-planning question.
Kind regards,
Elysium Private Wealth
Who else is involved in the decision?
Preview: A quick map can show which advice needs to connect.
Send: Day 1, afternoon
Write down the professionals or providers already involved in your financial life.
Include your accountant, lawyer, investment provider, business adviser or family-office contact if relevant. Beside each name, note the question they're helping with.
The list isn't a request to share confidential material on the call. It simply helps you ask how any new advice would fit with the relationships you already have.
Kind regards,
Elysium Private Wealth
Which assumption could change?
Preview: A good discussion leaves room for the next transition.
Send: Day 2, morning
Name one assumption that could change the decision in front of you.
It might be a retirement date, a business sale, a family responsibility, a move or a change in how you want to use your time. You don't need to solve it before the call.
Naming the change helps you ask whether the proposed advice can be revisited as your circumstances move.
Kind regards,
Elysium Private Wealth
Bring the scope question with you
Preview: Understand the work before deciding whether to continue.
Send: Day 2, afternoon
Ask which decision the advice would address, what would be included and who's involved.
Elysium publishes a project-managed process and says scope and fees are explained and agreed upfront. Request a clear application to your situation, including whether specialist input is relevant and what implementation support means.
You can assess the answers before deciding whether to continue.
Kind regards,
Elysium Private Wealth
What will the advice cost?
Preview: The public website doesn't list a standard fee.
Send: Day 3, morning
Elysium doesn't publish a standard advice fee because the scope depends on the situation.
The team says it works on a fee-for-service basis and explains and agrees the scope and fees upfront. Ask what the proposed work includes, how any ongoing service is structured and when the fee information would be provided.
You should understand the work and the cost before deciding whether to proceed.
Kind regards,
Elysium Private Wealth
How would the advice fit with your existing team?
Preview: Coordination deserves a clear place when a decision crosses professional boundaries.
Send: Day 3, midday
If your question involves tax, legal, investment, business or succession work, ask how Elysium would work alongside the professionals already involved.
The answer should make clear what Elysium would advise on, which specialists may be consulted and where another professional remains responsible.
That clarity helps keep a complex decision connected without assuming that one adviser replaces everyone else.
Kind regards,
Elysium Private Wealth
What to expect on your Elysium call
Preview: Explain the decision, ask about the process and assess the fit.
Send: The day of the call
Your consultation is a chance to explain why you're looking for private wealth advice and ask how Elysium works.
The call doesn't provide a finished strategy or commit you to an ongoing relationship. If the service may suit your situation, the team can explain the proposed next step and the information that may be needed.
Have your main question, your life priorities and a broad map of related professional conversations nearby.
Kind regards,
Elysium Private Wealth
What should your wealth support?
Preview: A portfolio is part of the picture, not the whole question.
Investment decisions make more sense when you know what the wealth is meant to support.
It may be a future retirement, family security, a business transition, philanthropy or a legacy. Write down the life decision first. Then note which financial choices appear connected to it.
The exercise doesn't produce personal advice. It gives a complex wealth conversation a purpose beyond portfolio performance.
Kind regards,
Elysium Private Wealth
Which wealth decisions are connected?
Preview: Investment, tax, business and family decisions can affect one another.
A retirement decision can change the questions you ask about investments. A business transition can bring tax, protection, succession and family questions with it.
List the decisions currently competing for your attention. Draw a line between the ones that affect each other, then mark which professional is currently involved in each conversation.
The map may show why a single coordinated plan is easier to assess than a series of disconnected recommendations.
Kind regards,
Elysium Private Wealth
What happens after the first discussion?
Preview: A clear process helps you understand what advice involves.
Before engaging an adviser, ask how the work moves from an initial discussion to a recommendation and implementation.
Elysium publishes stages including Discovery, Analysis, Strategy Development, Collaboration and Implementation, followed by Ongoing Monitoring and Review.
The stages don't tell you what your personal advice will be. They give you a useful way to ask what happens next, what information is needed and who's involved.
Kind regards,
Elysium Private Wealth
What would you actually be paying for?
Preview: Understand the scope before you compare financial advice.
Words such as private wealth, broad and tailored can sound reassuring without explaining the work.
Ask which decision the advice is meant to address, what's included, which specialists may be involved, how implementation is handled and how reviews work. Request the scope and fees before you decide.
Elysium says it works on a fee-for-service basis and explains and agrees the scope and fees upfront. This describes the process; it isn't a promise about the cost of your situation.
Kind regards,
Elysium Private Wealth
What happens in a private wealth consultation?
Preview: Use the call to explain the decision and assess the process.
An initial call gives you a chance to explain the wealth decision or life transition that prompted you to look for advice.
It isn't a finished financial plan or personal advice. If Elysium's service may fit your situation, the team can explain the proposed next step, how the work would be scoped and what information would be needed.
If your financial decisions need a clearer path, you can contact Elysium Private Wealth to arrange a consultation.
This is general information only. Personal advice depends on your objectives, financial situation and needs.
Kind regards,
Elysium Private Wealth
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We handle every piece of the build, deployment, and the first 30 days of campaign management. You film, we run.
If yours isn't here, it's the first thing we'll cover on the call.
